1.Detects new payment
Integrate MoonClerk and receipt processing to detect new payment and to start building the matched donation record.
Create donor donation records from online payment receipts
Automatically monitor new payment receipts across MoonClerk, Formatter by Zapier, and Bloomerang. Create and update donor and donation records when payments post, receipts submit, or transactions complete so you can normalize fund attribution, match constituents, and record gifts without manual reporting.
How this automation creates audit-ready donation records
When new payment receipts land, gift records can lag and reconciliation gets messy. This automation formats names and campaign labels, then finds or creates constituents and creates donation recordsβso your team can recognize gifts fast.
MoonClerkor swap with your favorite app
2.Splits full name
Integrate Formatter by Zapier and data mapping to split full name and to map it into first name and last name fields.
Formatter by Zapieror swap with your favorite app
3.Normalizes fund text
Integrate Formatter by Zapier and text normalization to standardize campaign or fund text so attribution stays consistent.
4.Finds matching constituent
Integrate Bloomerang and CRM matching to find a constituent and to map payment fields into search criteria.
Bloomerangor swap with your favorite app
5.Creates constituent on no match
Integrate Bloomerang and constituent creation to create a new donor record when no qualifying match is found.
6.Creates donation transaction
Integrate Bloomerang and donation recordkeeping to create donation entries and to map amount, date, method, and fund.
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Create a donation record for each incoming online payment
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Explore all donation receipt management automations
Streamline donor acknowledgments with automated receipt generation, donor record updates, and finance logging
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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